Concord Asset Management, Llc/Va has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $455 Billion distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $31.8B, Spdr Portfolio Short Term Corp with a value of $28.1B, Ishares Tr with a value of $26.6B, Spdr Portfolio Intermediate Te with a value of $24.1B, and Apple Inc. with a value of $17.2B.
Examining the 13F form we can see an increase of $12.5B in the current position value, from $443B to 455B.
Concord Asset Management, Llc/Va is based out at Abingdon, VA
Below you can find more details about Concord Asset Management, Llc/Va portfolio as well as his latest detailed transactions.
Portfolio value
$455 Billion
ETFs: $223 Billion
Technology: $69.2 Billion
Financial Services: $30.9 Billion
Healthcare: $27.5 Billion
Consumer Cyclical: $23.7 Billion
Communication Services: $18.7 Billion
Consumer Defensive: $18.4 Billion
Industrials: $15.9 Billion
Other: $18.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
